by Blaine Burch | Mar 28, 2022 | blog
There are many ways to own your assets. Some forms of ownership can even avoid probate without the need for further estate planning. It is natural to want your family to share in the bounty of your hard work. As a way to simplify the transfer process and avoid...
by Blaine Burch | Nov 11, 2021 | blog
The American Tax Relief Act of 2012 (ATRA) introduced us to extended opportunities to use “Portability” as part of the estate tax unified credit. As part of the estate tax code, each person has a lifetime exemption from gift and estate tax called the “unified credit”...
by Blaine Burch | Nov 11, 2021 | blog
One of the most overlooked (and therefore penalized) filings required as part of some probate or trust administrations is the Statement of Change in Control and Ownership of Legal Entities (Form BOE-100-B). A person must file a BOE-100-B within 90 days of a transfer...
by Blaine Burch | Oct 25, 2021 | blog
Although it’s the season of giving, no one wants to share with the IRS. Luckily, the law provides you many opportunities to give gifts to family, friends, and charities tax-free. Some are straightforward, while others may require the help of a professional. Your...
by Blaine Burch | Aug 4, 2021 | blog
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate...
by Blaine Burch | Aug 3, 2021 | blog
Substance addiction is by no means rare, impacting as many as one in seven Americans. Because of its prevalence, navigating a loved one’s addiction is actually a relatively common topic in everyday life. But you should also consider it when working on your estate...
